Middle Office Automation
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You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
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Survey Summary PDF
close
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
Overview
Financial institutions today face tough competition, workflow disconnects, and erroneous reporting. They require an efficient way to manage operational challenges and compliance. This is needed to secure their margins, and to allocate resources to focus on investment and effective customer management.
Automation can eliminate islands of processes, workflows, and data that do not interconnect across business functions. It also improves trade processing operations, mitigates costs and operational risk through data driven insights.
Key Features
- Fair market value (FMV) reporting for the IRS: Involves automating the process of determining a Fair Market Value of property based on the asset owners date-of-death and the asset valuation available via various market data sources on that date. FMV is automatically calculated based on the rules prescribed by the IRS and a comprehensive audit trail maintained of the FMV calculation including the processor details as well as rules applied and market inputs used.
- Automated service quality reporting: Provides reliable, accurate, and auditable performance data on key business processes that are part of services offered to private banking and advisory firms that outsource transaction processing. Raw data for metrics is collected automatically from the system of record and all volumes along with incidents are calculated and reported on a dashboard for review. Post review, reports on the quality, accuracy, timeliness, cost and FTE efficiency for all firms are generated automatically at the click of a button.
- Post-trade compliance monitoring: Provides near-real time enterprise risk monitoring / compliance reporting utilizing data from disparate enterprise / external source and feeding into FISTM Protegent Surveillance that automatically analyzes trade, account, position and client data, along with third-party market data to identify questionable transactions and high risk positions, streamline review processes, support audits, and respond to regulatory and legal inquires quickly.
- Fund factsheet verification: Helps eliminate manual operations and automates fact sheet dataset comparison by using automation to enable data extraction, validation, and exception management.
Key Benefits
- Strong business process engineering capabilities and a proprietary ProcessGymSM framework
- Industry recognised BPM capabilities and strategic alliances with Pega and Appian
- Micro-services, APIs, and ESB based system integration and business process orchestration for straight-through-processing
- Domain expertise in middle office functions such as risk management, compliance etc.
Product/Service details
SOLUTION OR SERVICE TYPE